An advice association has called for the financial adviser exam to be scrapped, arguing it has served its purpose and is an unnecessary expense....
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
ASIC has indicated its disappointment that “little improvement” has been made on the reportable situation regime but financial advice breaches have declined over the year...
Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...
A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...
Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....
Two investment firms have made up almost half of investment and advice complaints as AFCA reports a rise of 589 per cent in complaints about inappropriate advice during F...
Australian investors are more likely to want advisers to help them meet their goals rather than chase investment performance, according to research by Milford....
With financial advisers on the government’s skills shortage list this year, could an influx of advisers coming from overseas help to bolster these numbers and how difficu...
A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...
For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville....
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...
Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...
While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...